Resource Center – Client Info

Forms and Manuals

• Access Authorization (pdf format)
• FACTA Affidavit (pdf format)
• Storage and Service Agreement (pdf format)
• Records Center Transmittal (xls format)
• Vault Transmittal (xls format)
• Indexed File Transmittal (xls format)
• Credit Card Authorization Form (pdf format)
• The Customer Procedure Manual (pdf format)
• Customer Interfile Form (pdf format)
• Customer Subfile Form (pdf format)

In the interest of making the most of your relationship with The Data Vault, we have created a Customer User Manual. From standard policies, procedures and definitions to services you may not have known were available, the manual is intended to inform and to help you cut costs and increase efficiencies in your records program. And, as always, you will find we are willing to do most anything to assist you in your quest for records excellence. If you have any questions about the manual, please contact Customer Service at 502-244-1151 or cs@thedatavault.com.